In this episode Travis answers listener questions about taxes under a new administration, finances, strategies and retirement accounts.

Navigating Your Retirement

Listener Questions

In this episode Travis talks about where we've been and where we are headed financially in 2021. He also talks about needing to incorporate more than just stock investments in your financial and retirement plans. We then talk about how getting no financial planning device and bad financial advice can cost you your retirement.

The Cost of Bad Financial Advice

In this episode we talk about important financial resolutions for the new year!

Retirement New Year's Resolutions

In this episode we talk about the importance of being careful where you get your financial advice and why you may you get coal in your stocking if you listen to the wrong advice. Travis also talks about how to get the right advice and secure a solid financial and retirement plan.

Don't Get Coal in Your Stocking This Christmas

When it comes to retirement, we all have dreams and goals, but do you have a plan? In this episode we talk about the importance of financial planning for retirement and how to truly have a successful retirement income plan.

Dreams and Goals are Great, but Planning is Priceless

In this episode Travis explains how to be prepared for each stage of your pre-retirement and retirement. From income planning to strategies for healthcare and minimizing your tax burden, we discuss helpful tips to help you plan for a comfortable retirement.

Seasons of Retirement

In this episode Travis talks about what you need to do before the end of the year regarding financial and retirement planning.

End of the Year Planning Tips for 2020

The election is "over" but one done. What questions should you be asking yourself in times like these. Did you hedge your bets on one candidate vs the other? Would it have made sense to buy or sell?

Post Election Questions

In this episode Travis breaks down the effects of elections on the markets and what the current political chaos could mean for your investments and retirement accounts.

Elections and Markets

In this episode Travis talks about the changes the CARES Act brought and how more changes are on the way and how they might affect you and your finances.

Seasons Change

In this episode we discuss the importance of having your financial and estate documents in order and what you need to know to plan for your future and your financial legacy.

Papa's Got A Brand New Bag…of documents!

In this episode we talk about how to help you get to the point where you won't have to be afraid to spend your money in retirement.

Giving Yourself Permission to Spend

In this episode Travis takes a look at the math behind effective financial planning and retirement savings with tips and strategies to deal with the markets, taxes and inflation.

The Math and the Questions of Retirement

What happens after you retire? Do you have a plan for your money? For your time? In this episode Travis talks about what you need to plan for with helpful tips and strategies.

Retirement, so now what?

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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Navigating Your Retirement

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